Summary
[CITIC Construction Investment: The market is expected to rise again in the third quarter and the growth style will lead]CITIC Construction Investment released the A-share investment strategy for the second half of 2022, believing that the Chinese economy bid farewell to the old real estate cycle, new momentum is still accumulating strength, and the economy will experience a The necessary adjustments are made at the stage of derailment. In the medium term, A shares will look like the second half of 2012 to the first half of 2014: the total growth rate is weak, the liquidity is abundant and continuously improving, the growth style is dominant, and the small and medium-cap style is dominant. The strongest main line of the market will be the direction supported by sustained growth expectations in small and medium-sized caps – “small and medium-sized caps in prosperity”. The short-term A-share market still faces a series of fundamental challenges after the rebound in the “golden pit”. Investors need to be patient and wait for bargaining. And the growth style will lead. Industry focus: military industry, photovoltaic, new energy vehicle industry chain, automobile, food and beverage, coal, securities companies, etc. Themes focus on: digital economy, reform of state-owned enterprises, etc. In the medium term, the index will focus strategically on the Science and Technology Innovation Board.
Article source: Securities Times · e company
Responsible editor: 436
Original title: CITIC Construction Investment: The market is expected to rise again in the third quarter and the growth style will lead
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